Nearly all our clients are referred by existing clients, a testament to our service.
With effective planning and support, we can help you achieve your long-term financial goals.
Soteria Planning was was born in 2020 and our mission is 'Regardless of age or wealth, we make it easy for you to protect what you love.'
Soteria Planning are a small team based in Berkshire and cover Berkshire, Surrey, Hampshire and Oxfordshire with face to face appointments as well as online support for clients wanting to protect assets based in England and Wales. Our initial meeting is a free consultation designed to give us an understanding of the clients needs and give the client the chance to get to know us.
We pride ourselves with our service and this is shown with our Google and Trust Pilot reviews. We are members of the Society of Will Writers.
The products and services promoted here are not part of 2plan wealth management’s offering. 2plan wealth management Ltd accept no responsibility for this aspect of our business. These products and services are not regulated by the Financial Conduct Authority.
Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]
Essential Wealth Management is a trading name of Essential Wealth Management and Advice Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Essential Wealth Management and Advice Ltd is entered on the FCA register (www.FCA.org.uk) under no. 518528. Registered office: 1-2 Great Farm Barns, West Woodhay,Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: 04020006.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
